Vestra Advisors, LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 327907
- Registered since
- February 27, 2024
- Website
- vestraadvisors.com
Firm profile
FINTRXOverview
Vestra Advisors, LLC is organized as a limited liability company and appears in SEC records with a 2024 registration year. The firm is classified as an investment bank rather than a traditional wealth manager or registered investment adviser. Ownership is identified as a combination of a domestic entity and an individual. The firm is not designated as a capital allocator, is not flagged as an active ESG investor, and is not listed as a pension consultant or related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1William Portwood
CFOCRD 4853700
Contacts
3 of 10
Alexander Vuksich
Co-Founder and PartnerCRD 5683995
Richard Moriarty
Co-Founder & Managing PartnerCRD 2154415
Joseph Messina
RepresentativeCRD 2868305
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 5201 Blue Lagoon Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Insigneo Securities, LLC
Broker-DealerMiami, FL
Finantia USA Inc.
Broker-DealerMiami, FL
Lafise Securities LLC
Broker-DealerMiami, FL
Ocean Financial Services, LLC
Broker-DealerMiami, FL
Sanctuary Securities, Inc.
Broker-DealerMiami, FL
United Capital Markets, Inc.
Broker-DealerMiami, FL